Filed August 27, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $7,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,362 | $37,196-66.8% | $154,107-92.0% | $55,725-77.8% |
| Participation rate | 50.0% | 64.1%-14.1pp | 83.0%-33.0pp | 70.9%-20.9pp |
| Annual return | -3.94% | 1319.68%-1323.6pp | 735.12%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $430 | $1,614-73.4% | $5,298-91.9% | $2,078-79.3% |
| Participant deferral / active EE | $1,029 | $2,068-50.3% | $5,081-79.8% | $3,356-69.3% |
| Admin fee / account holder | $49 | $102-51.9% | $13,411-99.6% | $115-57.5% |